Totals fields: Difference between revisions
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{{#seo: | {{#seo: | ||
|title=Project | |title=Project totals field | ||
|titlemode=append | |titlemode=append | ||
|keywords=planfix, custom fields, projects, user fields, summary field, project summary field | |keywords=planfix, custom fields, projects, user fields, summary field, totals field project summary field | ||
|description=Project | |description=Project totals field | ||
}} | }} | ||
A project | A project totals field is a tool that automatically calculates and displays aggregated data across project tasks. It is available in "Business" and "Corporation" plans. | ||
==Purpose== | ==Purpose== | ||
A | A project totals field is used for: | ||
*Calculating totals, such as summing a number type task field in a project (e.g., budget, profit, or hours). | *Calculating totals, such as summing a number type task field in a project (e.g., budget, profit, or hours). | ||
*Counting items, such as tasks that meet specific conditions (e.g., completed tasks, overdue tasks, or tasks in progress). | *Counting items, such as tasks that meet specific conditions (e.g., completed tasks, overdue tasks, or tasks in progress). | ||
==Benefits== | ==Benefits== | ||
*'''Flexible configuration''' – you can create any number of | *'''Flexible configuration''' – you can create any number of totals fields and link them to the required task parameters. For example, track total profit, active tasks, or ratings. | ||
*'''Automation''' – once set up, the field updates automatically when task data changes. This eliminates manual recalculation and saves time, especially in large projects. | *'''Automation''' – once set up, the field updates automatically when task data changes. This eliminates manual recalculation and saves time, especially in large projects. | ||
*'''Improved analytics and reporting''' – summary fields let you quickly assess project status by viewing totals, trends, and key metrics without generating separate reports. | *'''Improved analytics and reporting''' – summary fields let you quickly assess project status by viewing totals, trends, and key metrics without generating separate reports. | ||
==How to add a summary field== | |||
*Go to Account management — Custom fields — Project fields. | |||
*Click "New field" — "Totals field". | |||
*Specify which task field to sum or count, and set task filter conditions if needed. | |||
*Save changes. | |||
Revision as of 11:34, 15 October 2025
A project totals field is a tool that automatically calculates and displays aggregated data across project tasks. It is available in "Business" and "Corporation" plans.
Purpose
A project totals field is used for:
- Calculating totals, such as summing a number type task field in a project (e.g., budget, profit, or hours).
- Counting items, such as tasks that meet specific conditions (e.g., completed tasks, overdue tasks, or tasks in progress).
Benefits
- Flexible configuration – you can create any number of totals fields and link them to the required task parameters. For example, track total profit, active tasks, or ratings.
- Automation – once set up, the field updates automatically when task data changes. This eliminates manual recalculation and saves time, especially in large projects.
- Improved analytics and reporting – summary fields let you quickly assess project status by viewing totals, trends, and key metrics without generating separate reports.
How to add a summary field
- Go to Account management — Custom fields — Project fields.
- Click "New field" — "Totals field".
- Specify which task field to sum or count, and set task filter conditions if needed.
- Save changes.